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LEIGH BALDWIN & CO., LLC
CRD 38751 · SEC 801-69290
112 ALBANY STREET, CAZENOVIA, NY, 13035, United States
Phone
315-655-2964
Fax
315-655-9138
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$290.6M
Discretionary AUM
$290.6M
Team
16 total employees; 16 advisory reps; 687 broker-dealer reps
Clients
0
Fees
Percentage of AUM; SOLICITOR/REFERRAL FEES FROM OTHER RIA'S
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 608 | $123.5M |
| High net worth individuals | 68 | $139.2M |
| Corporations/business entities | 6 | $3.0M |
States served
DE, GA, IL, MA, NJ, NY, NC, PA, SC, VA, TX, CT, FL
All web addresses on file
- HTTP://WWW.LEIGHBALDWIN.COM
- https://www.linkedin.com/company/leigh-baldwin-co
- https://www.facebook.com/DollarInvestmentClub/
- https://www.linkedin.com/in/dollar-investment-club-96030966
- https://twitter.com/DINClub
- http://www.dollarinvestmentclub.com
- https://www.pinterest.com/dinclub/
- https://www.facebook.com/Leigh-Baldwin-Co-LLC-239756819401380/
- http://www.leighbaldwinadvisory.com
Official SEC filing: View on IAPD